ACADEMY / WORKSPACE
Your first workspace
Start with an outcome, rather than as many widgets as possible.
A task at the centre
Choose a concrete task, such as preparing for a client meeting. Note the intended outcome, the sources you need and the next step.
Organise the context
Plan only the surfaces you need: an overview, your notes and relevant documents. First check which data sources are actually available with your access.
Save changes deliberately
In the prepared workspace core, layouts belong to a project. Concurrent edits surface a conflict. Review the current state and your draft before saving again.